Budgeting Using Excel

Course Description

In this informative online Excel CPE course, Excel expert David H. Ringstrom, CPA, shows you how to create effective and resilient spreadsheets and how to future-proof them as well. David explains design techniques, including separating inputs from calculations, building out a separate calculations spreadsheet, and creating an operating and a cash flow budget. Although not included in the discussion, a cash flow budget calculates when to borrow against a line of credit, pay down the line of credit, and also when cash is available to pay dividends is provided in the handouts.

David demonstrates every technique at least twice in this continuing education course: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

This Online CPE Excel Webinar covers following Key Topics:

• Utilizing Excel's Name Manager feature to review and manage named ranges within a workbook.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
• Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
• Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Saving time writing formulas by choosing named ranges with the Use In Formula command.
• Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.

This Online Webinar is for practitioners who are seeking to build budget spreadsheets that can be easily updated and supporting calculations are easy to follow.

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Learning Objectives

• To define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets.
• To recognize the range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
• To recall what the SUMIF function returns if it cannot return a match.

Recommended For

This Online Continuing Professional Education webinar on Excel is recommended for CPAs, CVAs, Tax Preparers and Other Professionals at any level who desires to help their clients better budgeting decisions with Excel

This Online Continuing Education webinar is recommended for CPAs in Canada who want to support their clients in taking better financial decisions

Who Should Attend?

Webinar Qualifies For

• 1 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
• 1 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
• 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
• 1 CPE Credit for Certified Government Financial Manager (CGFM)
• 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
• 1 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
• 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 General Credit for Accountant/Bookeeper
• 1 CPD Credit for CA - ICAEW
• 1 CPD Credit for Chartered Certified Accountants (ACCA)
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPD Credit for CPA - Ireland
• 1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
• 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
• 1 CPD Credit of Information Governance for Certified Information Technology Professionals (CITP)
• 1 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
• 1 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)

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